Services

Kalish Law LLC delivers tailored strategies to navigate complex tax issues. As a boutique practice, we have flexibility to advise governments and third-parties (such as underwriters and financiers) in addition to taxpayers. While we are recognized for our understanding and perspective regarding New York tax matters, we provide strategic value wherever our insights can solve a problem.

Engagements are scoped to fit the need, from discrete advice to multi-stage engagements, and may be handled collaboratively with other lawyers and accountants where helpful.

For Taxpayers

Advisory Services

  • Review and analysis of tax return positions, with an eye toward reducing effective tax rates

  • Consultation with respect to monetization options related to tax assets and pending refund claims

  • Preparation of private letter and advisory ruling requests

  • Independent analyses of potential tax audit exposures

  • Assistance with protective filings and voluntary disclosure processes

Resolution Services

  • Resolution strategy with respect to tax audits and controversies

  • Objective assessments of tax controversy and litigation matters, and strategic referrals to outside representatives

  • Select representation during audit and post-audit processes, including administrative and judicial appeals

For Governments and Institutions

  • Technical drafting and review of written materials, including amicus briefs in select matters

  • Review, commentary, and drafting support of legislative and regulatory initiatives

  • Implementation and administrability analyses

For Underwriters, Financiers, and Other Third Parties

  • Underwriting support, risk memoranda, and legal opinions

  • Independent reviews of technical positions

  • Diligence support related to potential tax exposures

Pro Bono Work

Kalish Law LLC accepts pro bono matters, particularly where procedure and process are primary barriers to a fair outcome for taxpayers.

  • Procedural guidance and strategic triage

  • Targeted legal writing support

  • Coordination with community organizations

  • Select representation before administrative agencies and judicial courts

  • In addition to pro bono work for taxpayers, Kalish Law LLC accepts select pro bono and reduced fee engagements for governments and non-profits